Kellie Rayner
Financial Adviser in MooneePonds, Victoria, Australia
Review Kellie Rayner
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000449713
- Location
- MooneePonds VIC 3039
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 28 November 2019
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Services (Financial Planning), Commonwealth Bank (2004)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Kellie Rayner
On the Financial Advisers Register kept by ASIC, Kellie Rayner appears as a current financial adviser in MooneePonds, Victoria, adviser number 000449713.
Kellie provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 28 November 2019.
The register records 1999 as the year Kellie first provided financial advice. The qualifications listed for Kellie include Diploma of Financial Services (Financial Planning) (Commonwealth Bank, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Kellie is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
Reviews
Nobody has reviewed Kellie Rayner here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Kellie Rayner a registered financial adviser?
Yes. Kellie Rayner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000449713.
Which licensee does Kellie Rayner work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Kellie Rayner give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."